Firm Description BigSur is an independent, fee-based global multi-family office founded in 2007 and is headquartered in Miami, Florida, USA. The Firm provides a range of family office services, including investment advice, to our Client families. Principal Owners of BigSur BSWM is an independent investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”), as of 2008, and is organized as a limited liability company under the law of the State of Delaware. BigSur Partners, LLC wholly owns BigSur Wealth Management, LLC. Ignacio Gabriel Pakciarz wholly owns BigSur Advisors Corp., which holds the majority ownership interest in BigSur Partners, LLC. Types of Services BigSur provides investment advisory and consulting services to high net worth individuals, trusts, corporations, single family offices and pooled unregistered investment vehicles (collectively, the “Clients”). BigSur offers the following services to advisory Clients: Portfolio Management and Portfolio Consulting Services BigSur provides continuous advice to Clients regarding the investment of Client funds based on the individual needs of the Client. Through personal discussions in which goals and objectives based on a Client's particular circumstances are established, we develop a Client's personal Investment Policy Statement (“IPS”) and create and manage a portfolio based on that policy. During our data-gathering process, we determine the Client’s individual objectives, time horizons, risk tolerance, and liquidity needs. We may also review and discuss a Client’s prior investment history, as well as family composition and background. Clients can also impose reasonable restrictions on investments in certain types of securities, asset classes, and sectors. We manage advisory accounts on a discretionary or non-discretionary basis, as agreed with each Client. For Client accounts managed on a discretionary basis, BigSur will have full authority with respect to the notional value of purchases and sales of securities in traditional asset classes such as equities, mutual funds and fixed income securities. The Adviser will also have the authority with respect to the timing of when a transaction is placed in a Client’s account. BigSur will not exercise discretionary authority with respect to allocations in alternative investment products (e.g. private equity and debt funds, hedge funds, etc.) and will always obtain Client consent prior to investment. For Client accounts managed on a non-discretionary basis, Clients will make the final decision with respect to the purchase or sale of any securities in their account(s). BigSur will always obtain Client consent prior to placing any transactions in non-discretionary accounts. We also provide portfolio consulting services where the Client will retain the ultimate responsibility for the implementation of any or all of our recommendations. Portfolio consulting assets are considered assets under advisement and are not included in our Firm’s regulatory assets under management. Account supervision is guided by the stated objectives of the Client along with other considerations. For certain clientele, we may allocate the Client's assets among one or more third-party investment advisers. Portfolio weighting among third-party investment advisers, and other investments will be determined by each Client's individual needs and circumstances. Use of Third-Party Managers As part of this service, we perform professional management searches of unaffiliated investment advisers and determine which adviser(s) management style is appropriate to each of the asset categories in the Client's targeted asset allocation. Factors we consider in making this determination include account size, risk tolerance, the opinion of each Client and the investment philosophy and particular niche of the selected investment adviser(s). Clients should refer to the selected investment adviser(s) disclosure document(s) for a full description of the services offered. Under our discretionary portfolio management services, if we determine at any point that a particular selected investment adviser is not providing satisfactory management services to the Client, or is not managing the Client's portfolio in a manner consistent with the Client's IPS, we will remove the Client's assets from that adviser and place the Client's assets in another investment at our discretion. As such, our Firm requests that the Client grant

the Firm the authority to hire and fire the selected investment advisers on the Client's behalf and to move funds among them, as appropriate. Under our non-discretionary portfolio management services, if we determine at any point that a particular selected investment adviser is not providing satisfactory management services to the Client, or is not managing the Client's portfolio in a manner consistent with the Client's IPS, we will recommend that the Client contract with a different adviser. If such recommendation is accepted by the Client, we will be responsible for arranging the removal of the investment adviser and transitioning to a new investment adviser. Under our portfolio consulting services, if we believe that a particular independent adviser is performing inadequately, or if we believe that a different manager is more suitable for a Client's particular needs, then we will suggest that the Client contract with a different adviser. Under this scenario, our Firm will assist the Client in selecting a new adviser, and then monitor that adviser's performance. Any move to a new investment adviser is solely at the discretion of the Client. Our Firm will conduct or review appropriate due diligence prepared by third parties on all independent investment advisers, making reasonable inquiries into their portfolio management and compliance practices. BigSur Family Office Services BigSur provides multi-family office services to high net worth individuals, trusts, corporations, single family offices and pooled unregistered investment vehicles. These services can include the managing of non-securitized real estate holdings, the management of business entities, trust services, including closely-held businesses, the hiring and selection of outside consultants, including bookkeepers and bookkeeping services, attorneys, private bankers, accountants, insurance advisors, real estate management Firms, and adhoc concierge services that are typically requested by family offices. BigSur Private Placement Management Services BigSur manages a legacy pooled unregistered investment vehicle to facilitate Clients’ access to direct alternative investments transactions such as: loans, real estate, private equity, amongst others. The pooled unregistered investment vehicle is managed in accordance with the objectives and strategy as defined in each pool’s private placement memorandum and/or limited partnership agreement (“Governing Fund Documents”). All terms were established at the time of the pool’s formation and investors may not restrict the investments except as indicated in the Governing Fund Documents. Interests in the pooled unregistered investment vehicle are offered in reliance upon various exemptions available under the securities laws for transactions in securities not involving a public offering. The structure is an un-regulated closed-end investment fund and all investors are non-US persons. BigSur manages this investment vehicle on a discretionary basis in accordance with the terms and conditions of the Governing Fund Documents. Reporting Services BigSur also provides consolidated reporting services for non-managed assets over which BigSur does not provide any investment advice and such assets are included in our Client’s consolidated report(s) which is to be used for informational purposes only. BigSur relies on the Client to provide current and accurate price or other valuation information for non-financial assets included in the Client’s consolidated report. BigSur does not independently verify, and expressly disclaims responsibility for, the accuracy of any non-managed asset values Clients provide to us to include in their reporting. Wrap Fee Programs BigSur does not participate in wrap fee programs. Client Assets BigSur Manages As of December 31, 2022, BigSur’s Regulatory Assets Under Management (“RAUM”) were valued at $512,293,109 on a discretionary basis and $588,974,828 on a non-discretionary basis. In addition to the assets under management, BigSur provides an additional $38,930,021 in assets under advisement. In sum, BigSur provides investment advisory services on approximately $1,190,926,117 in Client assets. Furthermore, in addition to the assets under advisement, BigSur has mandates to provide consolidated reporting on approximately $12,599,124 in assets. In the aggregate, BigSur provides investment advice and consolidated reporting on approximately $1,203,525,241 in total assets as of December 31, 2022.